Northstar Financial Planning

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Description

  • Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping clients to align their finances with their goals and values. Our experienced advisors hold several distinctive certifications to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, we are uniquely qualified to help navigate finances during major life transitionssuch as loss of a spouse, divorce, retirement, inheritance, business sale and financial windfallsin a supportive, comfortable environment. As an independent Registered Investment Advisory firm, our success comes from acting as your fiduciary to help you achieve financial well-being while honoring your vision of financial success.While we specialize in working with women in transition due to death of a spouse or a divorce, we are also dedicated to serving people who are experiencing other life-changing events such as retirement, change of employment, and business succession. Typically, this means people who, as a result of change, face significant financial decisions at a delicate time in their lives and want professional assistance. Our expert advice and personalized service enriches the lives of our clients by helping them identify and achieve their financial and life goals.
  • location

    Headquarters:112 Range Road , Windham, New Hampshire, United States

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  • Northstar Financial Planning phone

    Phone Number: +1 603-458-2776

  • Northstar Financial Planning website

    Website: https://www.northstarfp.com

  • Northstar Financial Planning employees

    Employees:7

  • Northstar Financial Planning revenue

    Revenue:$1 - 10M

  • Northstar Financial Planning legal name

    Legal Name:Northstar Financial Planning

  • Northstar Financial Planning's Social Media

    Northstar Financial Planning linkedin Northstar Financial Planning twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

President And Owner for Northstar Financial Planning

Ceft Robin Young

President And Owner

Person level website visitor identification

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View Employees

Ceft Robin Young

President And Owner

Ken Cawley

Financial Planner And Business Owner

Julie Fortin

Partner - Wealth Manager

Ceft Rachel Decarolis

Wealth Manager

Kristina George

Wealth Manager

Frequently Asked Questions regarding Northstar Financial Planning

  • Where are Northstar Financial Planning's Headquarters?

    Northstar Financial Planning's Headquarters are in 112 Range Road ,Windham,New Hampshire,United States

  • What is Northstar Financial Planning's phone number?

    Northstar Financial Planning's phone number is +1 603-458-2776

  • What is Northstar Financial Planning's official website?

    Northstar Financial Planning's official website is https://www.northstarfp.com

  • What is Northstar Financial Planning's Revenue?

    Northstar Financial Planning's revenue is $1 - 10M

  • What is Northstar Financial Planning's NAICS code?

    Northstar Financial Planning's NAICS code is 523930

  • How many employees are working in Northstar Financial Planning

    Northstar Financial Planning has 7 employees

  • What is Northstar Financial Planning's Industry?

    Northstar Financial Planning is in the industry of Financial Services

  • Who is Northstar Financial Planning's President And Owner?

    Northstar Financial Planning's President And Owner is Ceft Robin Young

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